Private Wealth Relationship Manager - Growth & AUM

moomoo; Singapore; On-site; SGD 120,000 - 180,000; Full time

Benefits offered by this job

Competitive compensation

Comprehensive insurance

Casual attire

Team events

Career growth

Job summary

Moomoo Singapore is seeking a Relationship Manager, Private Wealth to drive new high-net-worth client acquisition, grow AUM, and deliver tailored investment solutions. You will present products, manage relationships from onboarding to ongoing advisory, and collaborate with risk, operations, and compliance to ensure a smooth client journey.

Candidates should hold a Bachelor’s degree in finance or related field, with 5+ years in private wealth/business development for HNWIs, and strong

Qualifications

• Bachelor’s degree in finance, economics, or related field.
• At least 5 years in business development facing HNWIs or family offices.
• Proven sales performance in trading/investment products or wealth solutions.
• Strong communication, interpersonal and analytical skills.
• Familiarity with CRM systems and MS Office; regulatory awareness a plus.
• Mandarin preferred due to frequent Mandarin client interactions.

Responsibilities

• Achieve personal KPIs for new HNW client acquisition, AUM growth and revenue.
• Prospect and engage potential clients from own connections and networks.
• Prepare and deliver sales pitches, proposals, and product recommendations.
• Promote brokerage products, equities, funds, derivatives and private banking services.
• Conduct market research to identify growth opportunities.
• Support account openings, documentation, and compliance checks.
• Attend client meetings, events and roadshows to generate leads and build relationships.
• Collaborate with risk, operations, finance and compliance teams for smooth journeys.

Skills

Communication skills

Interpersonal skills

Analytical skills

Client-focused

Proactive

Mandarin

English language

Education

Bachelor’s degree in finance/economics/business

CFA/FRM/CMFAS (plus)

Tools

CRM systems

Microsoft Office

Job description

Moomoo Singapore is seeking a Relationship Manager, Private Wealth to drive new high-net-worth client acquisition, grow AUM, and deliver tailored investment solutions. You will present products, manage relationships from onboarding to ongoing advisory, and collaborate with risk, operations, and compliance to ensure a smooth client journey.

Candidates should hold a Bachelor’s degree in finance or related field, with 5+ years in private wealth/business development for HNWIs, and strong